Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2011 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
EXXON MOBIL CORP | 6 | Q3 2023 | 13.5% |
APPLE INC | 6 | Q3 2023 | 12.3% |
ISHARES TR | 6 | Q3 2023 | 4.4% |
AMAZON COM INC | 6 | Q3 2023 | 5.9% |
ALPHABET INC | 6 | Q3 2023 | 5.4% |
MICROSOFT CORP | 6 | Q3 2023 | 2.9% |
SPDR S&P 500 ETF TR | 6 | Q3 2023 | 4.0% |
TESLA INC | 6 | Q3 2023 | 2.0% |
UNITEDHEALTH GROUP INC | 6 | Q3 2023 | 2.3% |
STRYKER CORPORATION | 6 | Q3 2023 | 1.8% |
View Global Assets Advisory, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-12 |
13F-HR/A | 2024-02-16 |
13F-HR | 2024-01-25 |
13F-HR | 2023-10-04 |
13F-HR | 2023-07-21 |
13F-HR | 2023-04-21 |
13F-HR | 2023-01-31 |
13F-HR | 2022-11-10 |
13F-HR | 2022-08-17 |
View Global Assets Advisory, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.